WORKFLOW AUTOMATION
Make repeatable work
easier to follow.
Bring reusable workflow templates, defined approval steps and progress records into one workspace.
ILLUSTRATIVE APPROVAL PLAN
Internal request review
BEGIN
Start a request
Subject and context
REVIEW
Set the review
Steps and conditions
OWNER
Assign the step
Role or reviewer
HISTORY
Keep the record
Status and comments
An example workflow definition, not a live workflow run.
DEFINE THE PROCESS
A reusable definition.
A deliberate process.
Give recurring work a named template, with clear steps and the context each review needs.
Name and order the steps.
Shape the approval path with a visual designer and step definitions that describe the work.
Describe when a step applies.
Configure step conditions from workflow context, with comparisons and combined rules.
Define who owns the work.
Describe assignments by role, employee or a configured resolver, with due-time settings for the step.
Plan notification settings and webhook handoffs where the workflow calls for them.
KEEP PEOPLE IN THE PROCESS
Keep decisions
with the people.
Give review work a clear owner and keep the decision context close to the step.
An approval inbox.
Keep assigned review steps, related workflow references and due dates in view.
A place for the decision.
Review the step status, decision comments and the person associated with the outcome.
Visibility when work needs attention.
Inspect overdue indicators, escalation records and ownership changes alongside the workflow.
ILLUSTRATIVE REVIEW STEP
Manager review
- Assignment
- Manager role
- Status
- Pending
- Due window
- 24 hours
- Related run
- WF-1048
REVIEW CONTEXT
Review the request details before recording a decision.
EXAMPLE OUTCOMES
Approved
Changes requested
Rejected
Illustrative review record. Outcomes are shown as examples.
ILLUSTRATIVE WORKFLOW RUN
Request review · WF-1048
- Template
- Internal request review
- Version
- v3
- Run status
- Approved
Instance started
Subject and template references recorded
Review assigned
Manager role associated with the step
Decision recorded
Approval and comment kept with the record
Fictional run and recorded events, shown for illustration.
FOLLOW THE WORK
Follow the run,
not just the definition.
Keep an individual workflow run distinct from its template, with the references and history needed to review it.
Template and run references.
Review the template version, subject reference and status recorded for a workflow instance.
Step details and recorded events.
Look through step statuses, decision information and the recorded sequence of workflow events.
Notification records.
Review email and in-app notification records by channel and status as part of the workflow history.
BUILD THE NEXT CHAPTER OF COMMERCE
Bring more structure
to the work between teams.
Join early access and help shape workflow automation for the way your team makes decisions.